ÂÜÀòÂÒÂ×

Simon Owen, CFP®, CLU®, ChFC® has over 25 years of experience in the financial services industry. In 2020, they joined Lion Street as Senior Vice President at Lion Street Private Client Group, drawing upon their accounting and wealth planning knowledge to design and implement sophisticated insurance strategies to meet the tailored needs of high-net-worth families, executives and business owners. From 2012 to 2020, they served as Vice President at Highland Capital Brokerage. From 2002 to 2012, they worked at Bank of America Merrill Lynch in various roles such as First Vice President - Investments, Wealth Structuring Group, and Financial Advisor - Private Banking and Investment Group. From 2001 to 2002, they were Manager, Transaction Services at PricewaterhouseCoopers. From 1994 to 2001, they worked at PricewaterhouseCoopers in roles such as Manager, Transaction Services and Audit assistant manager / associate.

Simon Owen, CFP®, CLU®, ChFC® graduated from Reading University in 1999 with a Bachelor of Science (BSc) in Chemistry and Food Science.